Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kleva is a financial advisor with Fidelity Personal and Workplace Advisors in Paramus, NJ. Gregory has been in the financial services industry since 1991. Gregory holds FINRA Series 7, 8, 24, 63, and 66 licenses. Gregory is registered in the following states: Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Rhode Island, Texas, and Virginia. Gregory has also been licensed in IA in New Jersey, New York, and Texas. Gregory specializes in providing financial advice to individuals, families, and businesses. Gregory offers a variety of financial services, including financial planning, portfolio management, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
12/22/2021 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NJ
01/23/2006 - 01/31/2006
HMS SECURITIES INC. (MONTVALE NJ)
NE
05/21/1991 - 01/14/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
08/28/1990 - 05/01/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 08/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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